Florida Bill Paying, Bookkeeping, Insurance Filing, Organizing Paperwork for Florida seniors, elderly, and small business owners, . Elder care, Guardianship Assistance.
Bill Paying, Bookkeeping, Insurance Filing, Personal and Medical Profiling, and Paperwork Organizing for Florida Seniors, Elderly, and Small Business Owners Florida Small Business Florida Bill Paying and Insurance Filing Services Bookkeeping and Check Writing Services

Florida Seniors Bookkeeping Services
Small Business and Baby Boomers
Boca Raton, Palm Beach County, FL
(561) 994-8892


Bookkeeping Services PLUS

Florida Bookkeeping Services provides a variety of money management services to small business owners, baby boomers, and elders.

Daily Money Management

  • Bill paying, preparing bank deposits, reconciling checking accounts and investment statements.
  • Organizing tax documents including payroll information preparation, setup and maintain filing system, sort and discard unnecessary paperwork, prepare paperwork for taxes at year end.
  • Work with your current system.  Maintain records on Quickbooks or manually depending upon the client’s wishes.

Financial Profiling

Organize personal information, financial assets, estate documents, personal insurance, retirement benefits, residential data, personal property, and miscellaneous information.

Insurance

Process insurance claims, review current policies, insurance information schedules, provide out of pocket medical expenses for taxes.

Miscellaneous Services

Schedule appointments and transportation as needed, coordinate inventory of residence for insurance purposes, recommend professionals regarding various services needed by the client

 

  • Stockbrokers: Review statements with client, work directly or indirectly with the stockbroker per client’s request

Florida Bookkeeping Services

  • Attorneys:
    Organize or review documents needed for estate planning to be provided to the attorney per client’s request.
  • Notary Public:
    Notarize documents when necessary.

 

 


Florida Bookkeeping Services
Small Business and Seniors

Mary Ellen Humphreys
Boca Raton, Palm Beach County, FL ~ 561-994-8892
Email: Flsrbksvc@aol.com

References provided upon request

Website designed and marketed by SeniorPro Marketing

 

Florida Bill Paying, Bookkeeping Services, Insurance and Medicaid Filing, Organizing Paperwork, home for Florida seniors, small business owners, home-based businesses, elderly, and seniors. Elder care services, Guardianship Assistance provided throughout Palm Beach County, FL: Boca Raton, Hypoluxo, Delray Beach, Boynton Beach, Lake Worth, Lantana, Deerfield Beach, Pompano Beach, FL.